Eagle Harbor Asset Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Eagle Harbor Asset Management’s Portfolio EPI Stock Details EPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$270K	Hold	6,313	–	–	0.21%	116
2026 Q1	$258K	Hold	6,313	–	–	0.22%	119
2025 Q4	$292K	Hold	6,313	–	–	0.24%	114
2025 Q3	$279K	Hold	6,313	–	–	0.24%	114
2025 Q2	$300K	Hold	6,313	–	–	0.29%	102
2025 Q1	$276K	Hold	6,313	–	–	0.28%	109
2024 Q4	$286K	Hold	6,313	–	–	0.29%	107
2024 Q3	$319K	Hold	6,313	–	–	0.32%	98
2024 Q2	$305K	Hold	6,313	–	–	0.33%	96
2024 Q1	$275K	Hold	6,313	–	–	0.29%	106
2023 Q4	$259K	Hold	6,313	–	–	0.3%	101
2023 Q3	$232K	Hold	6,313	–	–	0.3%	96
2023 Q2	$220K	Buy	+6,313	New	+$209K	0.29%	104
2023 Q1	–	Sell	-6,313	Closed	-$206K	–	114
2022 Q4	$206K	Buy	+6,313	New	+$205K	0.3%	100
2022 Q2	–	Sell	-6,313	Closed	-$227K	–	109
2022 Q1	$227K	Hold	6,313	–	–	0.29%	103
2021 Q4	$230K	Buy	+6,313	New	+$236K	0.3%	97

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Eagle Harbor Asset Management's EPI Position: Q2 2026 in Review

Eagle Harbor Asset Management held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 6,313 shares worth $270K. The position accounts for 0.21% of the portfolio, ranked #116.

Eagle Harbor Asset Management first reported a position in EPI in Q4 2021 and has held it in 16 quarters since. The position peaked at $319K in Q3 2024. 249 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Eagle Harbor Asset Management held 6,313 shares of WisdomTree India Earnings Fund ETF worth $270K as of Q2 2026.
Eagle Harbor Asset Management left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up 0.21% of Eagle Harbor Asset Management's portfolio in Q2 2026, its #116 holding.
Eagle Harbor Asset Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2021 and has held it in 16 quarters since.
Eagle Harbor Asset Management's WisdomTree India Earnings Fund ETF position peaked at $319K in Q3 2024.
249 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Eagle Harbor Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.